Divorce and the Family Home
This is the sixth blog in the Divorce and Finances series, addressing common questions I hear as a Certified Divorce Financial Analyst (CDFA) during the pre- and post-divorce process. This blog will address questions around divorce and the family home. A podcast version of this blog [...]
Splitting Retirement Accounts in Divorce
When going through a divorce, the process of dividing assets can be a frustrating and confusing one. Retirement assets are an important issue in any divorce proceeding, since, after the marital home, they often represent the largest category of marital assets to be divided in a divorce settlement.
Will More IRS Funding Boost Wealthy Client Audits?
Round Table Wealth Management Partner, Chief Compliance Officer, and Wealth Advisor Bruce Hyde was recently quoted in an article by U.S. News & World Report discussing the recently released ProPublica documents about high net worth individuals paying little income tax relative to their holdings. Bruce [...]
Insurance in Divorce
This is the fifth blog in the Divorce and Finances series, addressing common questions I hear as a Certified Divorce Financial Analyst (CDFA) during the pre- and post-divorce process. This blog will address common questions about insurance during and after a divorce settlement. A podcast version [...]
Receiving an Inheritance from Abroad: Special Considerations for U.S. Taxpayers
It is increasingly common for individuals living in the United States or U.S. citizens living abroad to receive an inheritance from a non-U.S. person (for purposes of this article a non-U.S. person is defined as someone who is not a U.S. citizen, permanent resident, or otherwise [...]
Important Investment and Financial Planning Considerations when Relocating to Florida from the Northeast
Many residents from the high-tax states in the Northeast are seriously considering changing their official residence and moving to Florida. This article explains one of the many questions that these residents face regarding how the move may impact their portfolio strategy.
Money and Mindset Mastery: 4 Steps to an Empowered Life
The way women interact with money and wealth is rapidly changing; they are demanding more involvement in their financial affairs and making much more educated decisions. You don’t want to be told what to do. You want a clear plan and to understand what you have and why you have it. This can sometimes leave you feeling overwhelmed and paralyzed. If this speaks to you, take a one-hour break from your busy schedule and come join our Women of Clarity™ group as they walk you through a unique dialogue with guest speaker, Nikki Gangemi and the CALM™ Method, a four-step exercise that helps harness control over emotions, get rid of unwanted thoughts and maintain a tranquil state of mind so you can move forward with ease!
Navigating Today’s Economic And Policy Environment For Investing With Chief Economic Strategist Dr. Mickey Levy
A virtual discussion featuring famed economist Dr. Mickey Levy. Round Table Wealth Management invites you to our discussion series hosted by Steven J. Giacona, and Robert Davis. Dr. Levy will share his macroeconomic insights on navigating today's economic and policy environment for investing.
International Estate Planning Strategies
Come join guest speaker Kevin E Packman, partner at Holland & Knight and our very own Frederic Behrens JD, CFP® and Marianne Rodriguez CFP® as they navigate throughout some of the most common issues when it comes to international estate planning. This presentation will be structured around multiple real-life planning examples.
Six Essential Financial Planning and Investing Topics Big4 Accounting Firm Partners Should Review to Start 2021
We believe there are numerous strategies that can be implemented to help navigate short-term market volatility as well as plan for long-term potential tax policy changes that a Biden administration may implement. This webinar provides a broad overview of several tax, financial planning, and investment strategies we feel are important in 2021.
Maximizing Investment and Tax Savings through Cash Balance Plans
Please join us for a brief webinar titled “Maximizing Investment and Tax Savings through Cash Balance Plans” Thursday, March 25th at 3:00 PM (EST)
Six Essential Financial Planning and Investing Themes Law Firm Partners Should Consider Starting 2021
Presenters will include partner, Bruce Hyde, CPA, MS, wealth advisor, Fred Behrens, CFP® and wealth advisor, Anthony Rosetti, CFA®. Round Table Wealth Management is a New York based independent registered investment advisory firm founded twenty years ago and now manage in excess of $1.1 billion of assets.
Quarterly Review – Fourth Quarter 2017
Happy New Year! But to be honest, 2017 was pretty great! Nearly every asset class and global market was positive for the year. Looking forward, we don’t think the clock has struck midnight on this market just yet, and that’s not the champagne talking either! Corporate earnings in both [...]
Quarterly Review – Third Quarter 2017
A market in motion stays in motion…unless acted upon by an unbalanced force.1 We suspect this is how Sir Isaac Newton, as a 21st century market strategist, would view the current capital market trends. Global equity and fixed income markets continued their 2017 upward trajectory during the quarter. The [...]
Quarterly Review – Second Quarter 2017
Is Goldilocks back in town? During the previous economic cycle (2003-2007), Wall Street referred to the U.S. economy as the “Goldilocks Economy” …not too hot, not too cold, just right. It was also during this time that market risk metrics, such as volatility, were low. Presently, investors find themselves [...]
Quarterly Review – First Quarter 2017
The “Trump Rally” continued through the first quarter with most asset classes, both domestic and international, generating strong, risk-adjusted returns. The rally’s underlying support is in part due to investors “pricing-in” near certain approval of Trump’s stated policy initiatives (healthcare, tax, foreign profits, infrastructure and military). But the rally [...]
Quarterly Review – Fourth Quarter 2016
The year 2016 will be remembered as an example of the need to always consider the unexpected – from BREXIT to the Trump victory to the ensuing market rally that wasn’t supposed to happen. We began the year with the S&P 500 declining approximately 10.5% through February 11. Several [...]
Quarterly Review – Third Quarter 2016
Perhaps one thing that we can all agree on, and that which doesn’t need debating is the strong performance of risk assets during the last quarter. The S&P 500 was up 3.9%, non-U.S. developed markets were up 6.4%, and emerging markets were a top performer, up 9.2%. Not to [...]